Mutual Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

Mutual Advisors’s Portfolio UTES Stock Details UTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$556K	Buy	6,803 +45	+0.7%	+$3.65K	0.01%	886
2026 Q1	$540K	Buy	6,758 +482	+8%	+$38.7K	0.01%	851
2025 Q4	$495K	Buy	6,276 +496	+9%	+$40.9K	0.01%	881
2025 Q3	$484K	Buy	+5,780	New	+$460K	0.01%	873

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Mutual Advisors's UTES Position: Q2 2026 in Review

Mutual Advisors increased its Virtus Reaves Utilities ETF (UTES) stake by 0.67% in Q2 2026, buying an estimated $3.65K and bringing the position to 6,803 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #886.

Mutual Advisors first reported a position in UTES in Q3 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Mutual Advisors held 6,803 shares of Virtus Reaves Utilities ETF worth $556K as of Q2 2026.
Mutual Advisors bought 45 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $3.65K.
Virtus Reaves Utilities ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #886 holding.
Mutual Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2025 and has held it in 4 quarters since.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.